Humanoid Robots' Commercialization Sprint: Taiwan's

Humanoid robots have reached their final mile to commercialization, and Taiwan's supply chain is mobilizing. Industry leaders stress Taiwan’s advantages: non-China aligned, with complete clusters delivering high quality and precision. Suppliers span robots' entire anatomy, forming a competitive niche.

Insiders and Morgan Stanley suggest Tesla, Nvidia, and others are seeking Taiwanese partnerships for a competitive advantage as the industry reaches mass production.

Taiwanese firms will supply global AI robot components from head-to-toe: APLEX Technology for vision systems, Global Tek for alloy casings, ACE PILLAR, TBI MOTION, and Chieftek Precision for arms, HIWIN and HIWIN MIKROSYSTEM for drive systems, Hota and Turvo for joints, and YLM for robotic arms and automated moving services.

In fact, among the suppliers Jensen Huang has endorsed, there are also robotic arms and cobots from Techman Robot, MSI, and Universal Robots; industrial/AI PCs from Advantech, Asus, Adlinktech, Leadtek, and Neousys Technology; and AI applications/system integration from Delta Electronics, Kenmec, Solomon, and Coretronic, forming a complete AI robot ecosystem.

HIWIN Chairman Wen-Hen Chuo says his firm is scaling into wafer robots, humanoids, and customized specialist machines, partnering closely with global giants. "From head to toe, future robots will bear 'HIWIN Made'."

Hota Industrial Mfg. Co., Ltd. is also planning and testing planetary gear reducers for humanoid joints. The company plans to enter shafts (skeletons) and launch a dedicated robotics division.